Lead Analyst Business Development Support
Scope of the Role
The BDS Sales Support Specialist, Sr role involves working within the sales and relationship management team in support of the pre and initial post sale phase. The primary purpose of the role is to provide analytical and administrative support across the regional and at times, global sales team members to allow them to identify and address new opportunities through to closure.
Key Responsibilities - These are the standard responsibilities for CERT regime
You fulfil the responsibilities delegated to you by the Senior Manager to whom you have reporting obligations as recorded under the relevant 'Control Schedule', ensuring oversight and maintenance of appropriate governance and controls in relation to such responsibilities
You fulfil your obligations to escalate all matters of concern pertinent to your area to your Senior Manager in a timely manner.
You fulfil your obligations to escalate any issues that come to your attention that could be a breach or potential breach of a regulatory obligation to your Senior Manager, regardless of whether the issue relates to your delegated responsibilities or otherwise.
You complete all mandatory training and ensured any external training undertaken has been recording in the training system (Saba) and obtain or maintain all qualifications that may be required in order for you to perform your role.
You notify the Company immediately you become aware of anything that might impact upon your fitness and propriety to remain a Certified Person as outlined in the Certification Regime Guide [available on MySource].
You have read and understood and must comply with BNY Mellon's Code of Conduct as well as policies and procedures which apply to you.
You must comply with the FCA and PRA Conduct Rules or Cap rule for SA/NV clients
Working with the Sales and Relationship Management team through the pre and post sales phase, including tracking and management of data in the CRM system, organizing sales meetings and follow-up, ensuring client on-boarding runs smoothly (KYC, legal documentation, operational setup);
Assist sales representatives in creating and executing sales campaigns;
Preparing presentations for sales pitches, educational purposes, business reviews;
Performing business and client specific data analysis for the senior management through the use of visualization tools such as Tableau (including sales performance, revenue distribution, client report cards);
Creating automated as well as interactive business reporting (Tableau);
Handling day-to-day client inquiries from prospects clients, analysing issues and complaints, and coordinating the execution and the implementation of client documentation;
Creating an internal one-stop-shop for client information by enhancing data integration from various sources and teams through data blending;
Assisting in answering Requests for Proposal (RFPs) from prospect clients;
Coaching Service Delivery team on preparing Due Diligence Questionnaires (DDQs) and Visits (DDVs) from existing client base;
Training the new Sales team on the procedures and processes around the on-boarding of new clients
Contribute to the effective governance of the EMEA region. Play an active role in regional committees and local boards, offering constructive challenge and helping to support the relevant Committee/Board fulfil its role and responsibilities. Where the job holder acts as a Chair of a Board/Committee, ensure the Board/Committee is effective in all aspects of its role, facilitate and encourage informed and constructive debate on key issues and ensure that members receive relevant management information in an accurate, timely and clear form.
Build a good understanding of the EMEA governance framework, including escalation requirements, and ensure there is clear, appropriate and evidenced apportionment of responsibilities amongst staff members for whom the job holder has management responsibility. Qualifications
Bachelor's degree or the equivalent combination of education and experience in business management or related field is required.
5-7 years of total work experience in sales preferred. BNY Mellon is an Equal Employment Opportunity Employer. Primary Location:
United Kingdom-Greater London-London Job:
Operations Internal Jobcode:
Global Collateral Management-HR07720 Requisition Number: